Broker/Navigator Changes 4.1 Washington Healthplanfinder System Re l - PowerPoint PPT Presentation

Washington Health Benefit Exchange Broker/Navigator Changes 4.1 Washington Healthplanfinder System Re l e as e April 11, 2017 65

Broker/Navigator Changes • Broker/Navigator Partnership Enhancements • Navigators can Terminate Partnership with Another Navigator • Updated Broker/Navigator Reporting Capability • Password Requirements

Broker/Navigator Partnership Enhancements • Enhanced partnership functionality for brokers/ navigators : ▪ 1 broker and 1 navigator can be partnered on an individual user account at the same time • Can decline pending partnership requests • Can terminate any partnership(s) you hold with a customer Background: streamlines customer experience when working with both a broker and navigator. Allows broker/navigator more administrative ability over their partnerships with clients. 66

Broker/Navigator Partnership Enhancements (cont.) ▪ Enhanced partnership functionality for brokers/navigators: ▪ Ability to decline pending partnership requests and terminate any/or all existing partnerships they hold with customers ▪ Correspondence (ADM008) generated to consumer when partnership is declined or terminated ▪ Navigators are able to terminate partnership a customer holds with any other navigator ▪ Enhanced partnership functionality for individual users: ▪ Ability to have 1 broker and 1 navigator partnership on an individual user account ▪ Updates to Quick Links to allow customer to Find a Broker and Find a Navigator 67

Broker/Navigator Partnership Enhancements (c (cont.) .) • Enhanced partnership functionality for brokers/navigators: • Ability to decline pending partnership requests and terminate any/or all existing partnerships they hold with customers • Correspondence (ADM008) generated to consumer when partnership is declined or terminated • Navigators are able to terminate partnership a customer holds with any other navigator • Enhanced partnership functionality for individual users: • Ability to have 1 broker and 1 navigator partnership on an individual user account • Updates to Quick Links to allow customer to Find a Broker and Find a Navigator 67

Broker/Navigator Declines Pending Partnership • Brokers/Navigator • may see a help • request on their • Account Home • dashboard • Click Accept to partner • Click Decline to decline customer help request • Customer will be sent ADM008 whe partnership is 68

Navigator/Broker Accept or Decline Help Request Demo 69

Broker/Navigator Term rminate Current Partnership(s) • Brokers/navigators can terminate partnerships from their Account Home • Click Terminate Client Partnership • Once in Terminate Client Partnership click: • Select one (or multiple) • partnerships and click Terminate Selected • Option to Terminate 70

Broker/Navigator Terminate Current Partnership(s) • Once Terminate All or Terminate Selected is clicked broker/navigator will see one of two modals • Once Confirm is clicked from either modal the action is completed and customer is removed from My Clients ▪ Customer will be sent ADM008 when partnership is declined 71

Navigator Terminate Other Navigator Partnership Flow Demo

Password Requirements • Impacted users: account workers, navigators/brokers and employers (not for individual users) • No commonly used dictionary words or names can be used when creating/changing a password in Washington Healthplanfinder • Some examples of dictionary words could be – Password, Password1, GoSeahawks, Football, letmein, etc. • Verbiage update to all password related screens and field level help • This will not affect existing passwords, only when changing or resetting your password Background: required for the Exchange to be compliant with federal password requirements for privileged users. 73

Im Impact to Broker/Navigator Summary ry • Ability to decline customer help requests • Ability to terminate current partnerships • *Navigator Only* ability to terminate customer partnership with another navigator when trying to partner • No commonly used dictionary words or names can be used when creating/changing a password in Washington Healthplanfinder 74